Arm Holdings plc

NVIDIA Corporation

Following the announcement of the company's proprietary chip, several analysts immediately advised building a stake in its stock

Arm stock is advised to buy by 70% of Wall Street analysts. There have never been so many "bulls" before

SK hynix Inc.

Coupang, Inc.

Shares of key supplier Nvidia have risen 365% in South Korea over the past year

SK Hynix has decided to launch an SPO in the U.S. of up to $14 billion. Why aren't investors happy?

Advanced Micro Devices, Inc.

Jacobs Solutions Inc.

Eaton Corporation plc

Vertiv Holdings Co

WESCO International, Inc.

Bentley Systems, Incorporated

Avnet, Inc.

Arrow Electronics, Inc.

The Timken Company

TE Connectivity plc

In February, software vendors' shares collapsed due to investors' fears that AI was threatening their business. Now the SaaS sector has almost recovered from the "software apocalypse". And Nvidia CEO Jensen Huang said that SaaS companies will eventually become AaaS - and sell AI agents. Vladimir Tsuprov, an investor and author of the <a href="http://t.me/v_tsuprov">Telegram channel VTs</a>, wrote what this means for Nvidia itself and how to invest in the growing AI-agent sector.

Nvidia CEO Jensen Huang believes that SaaS companies will sell AI agents and become AaaS. How can an investor make money from this?

Super Micro Computer, Inc.

It's a new blow to a company that nearly lost its listing on the Nasdaq in 2024

Supermicro shares plummet 23%: co-founder arrested for smuggling Nvidia chips

Microsoft Corporation

Amazon.com, Inc.

Minimax-wp

Knowledge Atlas Technology Joint Stock Company Limited

Oil prices fell after Iraq agreed to resume exports through Turkey to bypass the Strait of Hormuz and U.S. crude inventories were higher than expected. Nvidia CEO Jensen Huang's stock surged on Chinese AI tigers. Microsoft is preparing for a possible lawsuit with Amazon and OpenAI over circumventing Azure exclusivity. On these and other topics - in our review of key events for the morning of March 18.

Highlights for the morning: oil is cheaper, AI tigers take off, Microsoft vs. OpenAI and Amazon

The situation with obtaining export licenses from Washington has improved in recent weeks

Beyond the $1 trillion forecast: Nvidia resumes expansion into China's AI market

Palantir Technologies Inc.

Oracle Corporation

QUALCOMM Incorporated

Analysts have compiled the top 5 companies whose sales will grow the most by 2029

Only one company can surpass Nvidia in revenue growth over 5 years. Who to bet on?

Nebius Group N.V.

Meta Platforms, Inc.

Since the beginning of March, the businessman has risen in the Forbes world ranking by 378 lines at once

Volozh's fortune rose $0.5 bln in a day after Nebius agreement with Meta

Green Dot Corporation

DocGo Inc.

Beyond Meat, Inc.

AEye, Inc.

Alibaba Group Holding Limited

Intuit Inc.

Dollar Tree Inc. R

Public Storage

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: negative background intensifies

Samsung Electronics Co., Ltd.

Brent crude oil prices jumped 3.8% amid continued uncertainty surrounding the US-led coalition to secure shipping in the Strait of Hormuz. Asia-Pacific markets rose on Tuesday, March 17, thanks in part to momentum from new Nvidia forecasts and partnerships. OpenAI is preparing a U-turn on code and business products. These and other topics are in our roundup of key events for the morning of March 17.

Morning Highlights: Brent back above $100, OpenAI changes strategy, Nvidia helped markets

Despite orders from Apple and Tesla, Samsung's contract business has generated multimillion-dollar losses in recent years

End of losses: Samsung shares jump on Nvidia CEO's words on new AI chips

The figure does not suggest a "stunning" acceleration in sales growth, according to Bloomberg